Strategic Account Manager

This is a fully remote position, open to applicants in New Hampshire.

📋 Description

• **Key Responsibilities**

• **Account Management & Strategic Relationships**

Oversee a portfolio of national carrier and TPA partnerships, acting as the primary point of contact and trusted advisor.

Foster connections at various levels—from operational coordinators to program decision-makers.

Conduct regular business reviews and account check-ins to showcase value and uncover opportunities.

Balance the management of strategic relationships with the execution of daily operations.

• **Customer Service & Operational Excellence**

Deliver outstanding, responsive customer service to carrier and TPA partners.

Lead the onboarding process for new partners, ensuring a seamless implementation and activation.

Coordinate efforts across operations, regional teams, and brands to meet commitments.

Monitor program performance and proactively resolve any issues.

• **New Business Development**

Identify and pursue new national carrier and TPA relationships (25–50% of your time).

Research and target potential organizations through networking and outreach.

Present Fortify's platform capabilities and craft persuasive proposals.

Collaborate with leadership to drive and close new opportunities.

• **Account Expansion & Growth**

Identify areas for service expansion and increase program utilization within current accounts.

Work cross-functionally to develop solutions that address carrier and TPA challenges.

Monitor account health and progress toward growth objectives.

• **Sales Execution & Pipeline Management**

Maintain precise pipeline records and forecasts in CRM.

Implement account plans that align with revenue goals.

Prepare proposals, presentations, and RFP responses.

• **Cross-Functional Partnership**

Collaborate with Operations, Marketing, Technology, and regional teams to achieve results.

Act as a liaison between carrier/TPA partners and internal Fortify teams.

Share customer insights and feedback to guide strategy.

⛳️ Requirements

• **Who You Are**

A relationship builder who gains trust through consistent delivery and genuine engagement.

A strategic thinker who is also hands-on and committed to achieving results.

A customer service advocate who is responsive, organized, and detail-oriented.

A business developer who actively seeks opportunities with tenacity and professionalism.

A versatile individual who thrives on variety and enjoys taking on multiple roles.

A collaborative team player who works effectively across functions and levels.

• **Qualifications**

3–7 years of experience in B2B sales, account management, or customer success.

Preferred background in insurance services, property restoration, P&C claims, TPAs, managed repair programs, or related industries.

Proven track record of managing accounts and achieving growth objectives.

Experience in both strategic relationship management and tactical execution.

Strong customer service focus with meticulous attention to detail.

Exceptional communication and relationship-building abilities.

Self-motivated work style with accountability for results.

Bachelor's degree in Business, Marketing, or a related field is preferred.

🏝️ Benefits

• **What We Offer**

Competitive executive compensation with performance-based incentives.

Equity participation in a private equity-backed growth company.

Comprehensive health, dental, and vision insurance.

401(k) plan with company matching.

Generous paid time off and 9 paid holidays.